Customer Service Account Manager
Resume:
Millie Lowenthal
Cumming, GA 30041
Summary:
● A versatile and diligent professional offering a wealth of experience and achievements in the areas of order management, customer service management, administrative management, and sales.
● Experienced in Account Management Order entry, shipment, and delver); ensures customer satisfaction and on-time deliveries, Billing of internal customer(s) wrecker usage, gas truck usage and reporting. Skills:
● Strong Follow-up, Logistics, Supply Chain, Strategic Problem Solver, Account Management, Project Management,
● Pathology Medical Products, Building & Growing Client Relationships, Presentation Management,
● New Business Development & Retention, Management, Customer Service, Marketing, Equipment specification & schedule review and interpretation, Marketing and literature retention and updates, Suport outside sales team, and update sales team pricing (current, new pricing
● Technical skills-
● Microsoft Office and Outlook, LIS, NetSuite, Google Docs, SAP, Salesforce, CRM, ERP, ORACLE,
● CPG, AS400, Zendesk, WGS, CCB, WDE, JD Edwards, Medical Terminology, QuickBooks. Education:
● South Cobb High School, Austell, GA - High School Diploma
● University of Texas at Arlington – Office Management (coursework)
● Gwinnett Tech at Lawrenceville, Ga – Principles of Accounting 1,2,3 GPA 4.0 (coursework)
● Barney Fletcher Real Estate School – Alpharetta, GA - Achieved Real Sales License (not active) Experience:
FULTON COUNTY SCHOOLS, Alpharetta, GA
Dec 2024 - Present
Customer Service Specialist – Transportation Specialist – Special Needs
● Customer Service moderator between departments
● Account Management Order entry, shipment, and delver); ensures customer satisfaction and on-time deliveries
● Maintained Drivers Daily Logs: Obtained and maintained current CDL license of drivers
● Complete Special Needs driver certification
● Obey traffic laws and follow established traffic and transportation procedures.
● Conducted daily DOT pre-trip inspections according to a set checklist.
● Obtained and maintained proper delivery authorization and pickup documentation.
● Submitted reports on the condition of the bus at the end of each trip.
● Operate the vehicle in accordance with the laws and the policies of the state and local board of education.
● Maintain daily reports on all bus activities and field bus maintenance.
● Obtained information from sources to submit reports that include the number of passengers or trips, hours worked, mileage, fuel consumption.
● Served as communication liaison between parents, school officials and Transportation staff regarding students’ needs, maintaining confidentiality and privileged records.
● Manage confidential documentation and reports.
● Assist in on-going and emergency support to special needs students (both ambulatory and non-ambulatory) while riding, loading.
● Made sure that children arrived to and from school
● Transportation Specialist – obtained own CDL license
● Successfully completed 2 years with positive reviews and no accidents MIDDLEBY RESIDENTIAL (VIKING), Buford, GA
Nov 2023 - May 2024
Inside Sales Associate
● Promote and sell Middleby Res. As distributor of premium home appliances
● Customer Oriented with ability to build trusted relationships w/ authorized dealer network.
● Provide product information and dealer contact information for customers.
● Support of the outside sales team by processing and maintaining orders.
● Ability to handle Design/Build specific projects & orders o Equipment specification & schedule review and interpretation o Submittal generation, processing, & tracking
o Order processing & coordination with OEM, Contractor, & customer
● Diligent in processing orders, authorized returns, e-mails, phone call with accuracy and follow-up, ETA request
● Work in a fast-paced work environment
● Update sales team current (new) pricing, literature, technical data, etc.
● Expediting services for assigned Area Managers
● Provide Order Processing & Support for other branches during absence
● Ability to work through situations
● Strong problem-solving skills·
● Participate in ongoing sales training and career development
● Organize sales files and literature
● Assist with Sales Lead follow-up and email blasts, sales, promotions, etc.
● Ability to communicate with multiple level personnel
● Invoice management including credits, questions and providing back-up for files.
● Payment of invoices applying to correct accounts, processing credit card payment, wire transfer Bank approvals.
● Excel, Word, Access, Outlook.
● Maintaining accounts updating the DSM on all orders, inquiries and issues.
● Running a weekly report for all accounts to know what can ship or who needs more weight to ship LTL.
● Inventory
BOBBLEHEADS.COM, Alpharetta, GA Mar 2023 - Oct 2023 Customer Service Manager/Account Manager
● Manage 2 Account Managers and 1 Order processor. E-commerce company. Account Manager for e-commerce accounts, Train, struct, record and document daily error, and kudos.
● Sales quotes for multiple accounts. A Quote single to large bulk quantity of dolls. Heavy phone interaction with customers to assist with orders, take care of any problems that arise and provide updated orders.
● Update sales team current (new) pricing, literature, technical data, etc.
● Expediting services for assigned Area Managers
● Provide Order Processing & Support for other branches during absence
● Ability to work through situations
● Strong problem-solving skills·
● Update sales team current (new) pricing, literature, technical data, etc.
● Always in touch with studios, for changes and updates on orders.
● Always providing alternatives instead of refunds. Trying to close deals for many corporate accounts.
● Directly chat with customers, with questions or concerns. Keeping employees up to date with what the company is doing. Very small company.
MALONE STAFFING SERVICES, Louisville, Ky CLIENT: USFOODS Oct 2022 - Mar 2023
Remote - Customer Operations Maintenance Coordinator (Temporary)
● Customer Operations provides contract consistency, adheres to compliance standards, and delivers exceptional customer experience with an important level of precision and accuracy.
● My role uses problem-solving and interpersonal skills to provide research, accurate pricing, maintenance of customer master database and technical pricing support for local, multi-market, and/or national customer concepts within Customer Operations.
● Essential Duties and Responsibilities-
● Review and interpret vendor agreements and/or pricing documentation for relevant content and information. Use critical thinking and in-depth understanding of processes and best practices to make decisions and judgment calls on how to accurately load pricing based upon inputs or information provided by internal/external stakeholders.
● Update systems to accurately reflect internal and/or vendor deviated pricing to minimize risk of margin leakage. Perform pricing date extensions, customer/contract linkages, research and maintain vendor/broker contacts, and/or vendor agreement auto-renewals, as needed.
● Collaborate with Sales, Customer/Vendor, and/or Internal stakeholders to determine sell price and billback method. Calculate sell price and/or apply markup to achieve desired sell price as required. Notify stakeholders of resolution or if desired sell price cannot be achieved. Customer relationship management.
● Maintain a complex digital file record of all inputs. Archive records and files, as
● necessary.
● Complete audit files for internal review process. Complete any self-audits related to
● the audit process.
● Utilize Standard Operating Procedures (SOPs), reference documents, and various lists to manage workload and communication with all applicable departments to minimize pricing interruptions
● Learn USF proprietary applications (i.e. PRIME, Tandem, etc.), tools, and established processes and workflows.sa, Employment break to help my Mother with cancer treatments and death arrangements. Feb 2022 - Oct 2022 FULTON COUNTY SCHOOLS, Alpharetta, GA Dec 2019 - Feb 2022 Customer Service Specialist – Transportation Specialist – Special Needs
● Customer Service moderator between departments
● Account Management Order entry, shipment, and delver); ensures customer satisfaction and on-time deliveries
● Billing of internal customer(s) wrecker usage, gas truck usage and reporting
● Maintained Drivers Daily Logs: Obtained and maintained current CDL license of drivers
● Complete Special Needs driver certification
● Obey traffic laws and follow established traffic and transportation procedures.
● Conducted daily DOT pre-trip inspections according to a set checklist.
● Obtained and maintained proper delivery authorization and pickup documentation.
● Submitted reports on the condition of the bus at the end of each trip.
● Operate the vehicle in accordance with the laws and the policies of the state and local board of education.
● Maintain daily reports on all bus activities and field bus maintenance.
● Obtained information from sources to submit reports that include the number of passengers or trips, hours worked, mileage, fuel consumption.
● Served as communication liaison between parents, school officials and Transportation staff regarding students’ needs, maintaining confidentiality and privileged records.
● Manage confidential documentation and reports.
● Assist in on-going and emergency support to special needs students (both ambulatory and non-ambulatory) while riding, loading.
● Made sure that children arrived to and from school
● Transportation Specialist – obtained own CDL licens
● Successfully completed 2 years with positive reviews. CSI LABS., Alpharetta, GA Jul 2019 - Dec 2019
Customer Service / Sales Assistant
● Key customer touchpoint delivering top tier service to key pathology customers
● Address concerns and requests on behalf of pathology customers, partner with internal stakeholders across the enterprise to resolve issues and determine root cause.
● Consulted and attentively listened to customer inquiries and concerns regarding the pathology to provide appropriate responses.
● Ensure compliance with company policies regarding quality, brand image and customer retention goals.
● Ensure continuous communications with customers demonstrating strong follow-up priorities.
● Create and Maintain Salesforce daily in all facets including customer, reporting and projects.
● Update (ex: Sales, Inventory, Distribution Operations) ensuring pathology medical supply levels are adequately aligned.
● Master and demonstrate the LIS System and proper usage of the system for their procedures.
● Be a key resource to doctors, other pathologists, sales, requesting stains or specific testing.
● Updating of patients testing screens as determined.
● Highlighted Contributions:
● Surpassing key performance objectives and productivity goals; assigned additional responsibilities with a higher level of visibility.
DUNN PAPER, Alpharetta, GA
Jul 2017 - Apr 2019
Business Relationship Management /Customer Service Specialist Primary contact with customer, sales, marketing, and mill personnel. Managed customer product and delivery needs.
● Account Management:
● Tracks Customer orders through the entire process. (Order entry, manufacture, shipment, and delivery); ensures customer satisfaction and on-time deliveries.
● Assists in the assembling, analyzing and distribution of monthly customer volume.
● Reserves machine capacity, enters orders, communicates ship dates & schedules changes.
● Negotiates order assignments/entry changes.
● Ensures customer orders comply with Sales & Manufacturing agreement.
● Solicits new orders to assist with Operations in qualifying production runs and filing open machine capacity (PPD)
● Collaborates with customers, Sales Manager, and others to investigate and resolve customer invoice and accounting issues.
● Receives, generates, and distributes Competitive information Reports from Sales Manager as necessary for approval and invoicing purposes.
● Inventory Management:
● To oversee product and customer offsite inventory programs as needed to meet market/customer needs and maintain targeted levels.
● Manages input for sales orders utilizing Continuous Replenishment Process (CRP), Electronic Data information (EDI), phone or email.
● Maintains inventory for both turn and promotional forecasts, analyzes forecasts versus actual weekly pulls to regulate delivery of POs to customers’ distribution center to ensure order is balanced (CPD)
● Forecasting:
● Analyzes order/shipment data for monthly financial forecasts as well as providing customer order history to assist sales with evaluation of customer ordering needs to identify areas that need attention.
● Performs weekly review of shipment history and provides updated monthly forecasts for accounting where applicable.
● Collaborates with Sales Managers and customers relative to monthly forecasts.
● Reports:
● Daily, weekly, and monthly reporting of each mill for inventory to report of GL codes.
● Detail by pulling reports in JDE, ERP, Oracle and creating a Pivot table to pull information needed to record information required for the reports.
● Daily Sales Report for all the orders open and shipped dealing with the actual forecast.
● Always keeping the customer as top priority, informed, and educated. Additional Experience:
Stradis Healthcare, Peachtree Corner, GA, Jun 2015 - Mar 2017 Account Manager, Inside Sales
EndoChoice, Inc., Alpharetta, GA, Jun 2012 - Feb 2015 Key Customer Care Advocate.
Additional:
● Amplifies customer satisfaction and referrals by executing best-in-class customer service while delivering exceptional sales support, order fulfillment and product knowledge.
● Boosts team performance by optimizing processes and working collaboratively with all staff across the enterprise to address and problem solving issues.
Contact this candidate